Research on the Development of Robo-Advisor Under the Background of Fin-Tech

DOI

10.2991/978-94-6463-010-7_71How to use a DOI?

Keywords

Fin-Tech; Robo-Advisor; Asset Allocation

Abstract

Fin-tech has promoted the development of robo-advisor and subverted people’s perception of the traditional financial industry. The robo-advisor platform uses a combination of investment algorithms to provide customers with suggestions to enable non-professional investors to enter the financial network. However, issues such as identification of customer needs, single investment advisory products, and regulatory risks hinder the development of China’s robo-advisor to a certain extent. Based on the analysis of robo-advisor theory, technical basis, development status and existing problems, this article puts forward feasible suggestions for the development of robo-advisor and helps the rapid development of robo-advisors in China’s financial market.

Copyright

© 2023 The Author(s)

Open Access

Open Access This chapter is licensed under the terms of the Creative Commons Attribution-NonCommercial 4.0 International License (http://creativecommons.org/licenses/by-nc/4.0/), which permits any noncommercial use, sharing, adaptation, distribution and reproduction in any medium or format, as long as you give appropriate credit to the original author(s) and the source, provide a link to the Creative Commons license and indicate if changes were made.

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TY  - CONF
AU  - Jie Liu
AU  - Xiaofei Chen
AU  - Shujun Ye
PY  - 2022
DA  - 2022/12/02
TI  - Research on the Development of Robo-Advisor Under the Background of Fin-Tech
BT  - Proceedings of the 2022 International Conference on Artificial Intelligence, Internet and Digital Economy (ICAID 2022)
PB  - Atlantis Press
SP  - 694
EP  - 702
SN  - 2589-4919
UR  - https://doi.org/10.2991/978-94-6463-010-7_71
DO  - 10.2991/978-94-6463-010-7_71
ID  - Liu2022
ER  -